Groomers, dog walkers, trainers, sitters and boarding

The CRM for pet services businesses.

GuardenerAI for pet services is a CRM for keeping owners and their pets in one place, taking bookings through links, getting service agreements signed online, sending rebooking reminders by email, SMS or WhatsApp and invoicing for the work. It is for groomers, dog walkers, trainers, sitters and small boarding businesses that run on repeat customers.

Pet businesses live on regulars. The owner whose dog comes every six weeks, the client who books walks every weekday. When those details live in a phone and a paper diary, regulars drift away quietly. GuardenerAI keeps the owner, the pet and the next visit together.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Every owner with their pets attached

A custom Pets object holds name, breed, age and care notes, linked to the owner, so anyone on the team knows who they are walking or grooming.

Bookings without the back and forth

Share a booking link per service, such as a meet-and-greet or a groom, that only offers times you are free in your Google or Microsoft calendar.

Agreements signed before the first visit

Send a service agreement or waiver from the owner’s record. They sign on their phone and the sealed PDF is filed on their record.

Regulars who keep coming back

Add owners due a groom to a static segment and a journey sends the reminder by email or SMS, only to people who consented to that channel.

The modules this runs on

How you set it up

Shaped around how pet services actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

Built in

Persons

Each pet owner, with their contact details and consent.

  • Name
  • Email
  • Phone
  • Address
  • Owner
You create it

Pets

One record per animal, linked to its owner by a lookup field. You create it in Settings.

  • Name
  • Owner
  • Species
  • Breed
  • Date of Birth
  • Vet
  • Care Notes
Built in

Meetings

Meet-and-greets and appointments booked through links and synced to your calendar.

  • Type
  • Start and end
  • Location
  • Outcome notes

Suggested stages on Leads

  1. New
  2. Contacted
  3. Qualified
  4. Converted
  5. Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Signature template

Service agreement and waiver

  1. Write the agreement once, with the owner’s name and the date as merge fields.
  2. Send it from the owner’s record before the first visit.
  3. The owner signs on any device.
  4. The sealed PDF is filed on the owner’s record.
Marketing journey

Rebook reminder

  1. Add owners due a groom to a static segment each week.
  2. Send an email with the booking link.
  3. Wait three days, then split on SMS consent.
  4. Send a short SMS to those who opted in to texts.
Action plan

New client welcome

  1. Day 0: send the agreement and ask for vet details (high priority).
  2. Day 1: meet-and-greet visit.
  3. Day 7: check-in call after the first service.

Client details kept safe.

Owners’ details and home addresses live in your own isolated, encrypted space with an audit trail, and roles decide who on the team can see what.

Read the security details →
FAQ

Questions from teams like yours.

Can I keep several pets per owner?
Yes. Create a Pets object with a lookup field to the owner, and add as many pets as a household has.
Can it manage boarding capacity or kennel space?
No. Booking links are per team member with no capacity or room booking. Keep a capacity system if you board many animals.
Can owners pay by card?
On the Max plan you can send a Stripe card payment link with any invoice. On other plans you raise the invoice and record payments by hand.
Can reminders go out automatically when a pet is due?
Not from a date on the pet record. Your team adds owners who are due to a segment, and the journey sends the reminder from there.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for veterinary clinics, salons and spas and home services. See every industry.

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